Fort Point Capital Partners LLC Portfolio Holdings
Fort Point Capital Partners LLC
- $749 Million
- Q1 2024
Fort Point Capital Partners LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $749 Million distributed in 323 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $83.6M, Vanguard Index Fds S&P 500 ETF with a value of $31.8M, Ishares Tr with a value of $30.8M, Ishares Core U.S. Aggregate Bo with a value of $27.3M, and Spdr Bloomberg 1 3 Month T Bil with a value of $24.8M.
Examining the 13F form we can see an increase of $45.5M in the current position value, from $703M to 749M.
Fort Point Capital Partners LLC is based out at San Francisco, CA
Below you can find more details about Fort Point Capital Partners LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 323
- Current Value $749 Million
- Prior Value $703 Million
- Filing
- Period Q1 2024
- Filing Date May 14, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 40 stocks
- Additional Purchases 93 stocks
- Sold out of 0 stocks
- Reduced holdings in 129 stocks